by Natalie Harris | Jan 29, 2026 | Advisor Webinars, Advisors
January 29, 2026 SECURE 2.0 is entering its most transformative phase. In this advisor-focused webinar, JULY COO Blake Willis breaks down the key changes taking effect in 2026 and 2027, including Roth catch-up mandates, expanded limits, the Saver’s Match, paper...
by Natalie Harris | Jan 26, 2026 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Client Service Specialist. In this role, you will enjoy the unique challenge of working with other retirement plan professionals to support the service needs of our retirement plan...
by Natalie Harris | Jan 26, 2026 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Participant Service Associate. In this role, you will assist retirement plan account holders with questions about their retirement plan via phone call, email, and chat. This position is a...
by Natalie Harris | Dec 19, 2025 | Advisor Articles, Advisors
December 19, 2025 The New Year is when motivation is high, gym memberships spike, and “future me” finally gets a seat at the table. For financial advisors, it’s also the perfect moment to help retirement plan participants turn good intentions into responsible...
by Natalie Harris | Dec 15, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Mid Atlantic territory (Philadelphia Metro Area). The RSD is the field-facing relationship builder and plan design...
